Adam
Laibson
Mainsail Financial Group
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About this Advisor
Adam Laibson is a financial advisor operating out of Bellevue, Washington with a total of 1 year of relevant experience. Laibson currently works for Mainsail Financial Group. During their career, Laibson has held roles at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Commonwealth Financial Network and Mainsail Financial Group, LLC. Laibson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Washington. Mainsail Financial Group is a firm that has its headquarters in Bellevue, WA. It controls $114 million in total assets among its 600 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 600 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. The company provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is provided. Fee types charged by Mainsail Financial Group can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mainsail Financial Group Brokerage Details
$113,599,762
7
600
$189,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Adam Laibson Work History
Adam has been registered as a financial advisor for 1 years.*
Mainsail Financial Group, LLC
Commonwealth Financial Network
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Laibson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mainsail Financial Group
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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